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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-07 |
Branch Locations
888 Veterans Memorial Hwy Suite 220, Office 232, Hauppauge, NY 11788 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | East Northport | NY | 10/2015 | 01/2017 |
| Hsbc Bank Usa, N.A. | East Northport | NY | 08/2016 | 01/2017 |
| Hsbc Bank Usa National Association | East Setauket | NJ | 01/2017 | 09/2020 |
| Hsbc Securities Usa Inc | East Setauket | NY | 01/2017 | 09/2020 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 09/2020 | 05/2025 |
| Lpl Financial Llc | Hauppauge | NY | 06/2025 | Present |
1. 06/09/2025- Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - Hauppauge NY 11788 - Start Date: 05/8/2025 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 100 2) 09/10/2025 - Elysium Wealth Managment LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - hauppauge ny - Start Date:07/01/2025 - 1Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-06 |
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